Remember that first I created an Entity custom field named Email Address for Invoices on the customer record. On the customer record i set the Preference tab to Send Transaction Via Email. Here is the workflow and worked. Here is the action: So when I process the the invoice using the page: Invoice Sales Orders with the…

I think i got the workflow to work.

Hi Joahnna. This is my workflow from the SuiteAnswers Id: 42975. I manipulated a little to see if I can accomplish this: action: From field, I selected the custom field. But when creating the invoice doesn't set the email address into the "To Be emailed" Field. here is the email on the custom field on the customer record.

Michelle. The steps on the solution in the number 9 says to set and static value and in that example seems to require an email address. 9. Parameters: Field: Select Email Value: Static Value: Enter Email Example: test@test.com 10. Click Save Trying to understand, there I need to set the "custom field" instead? Everytime…

Dominica. Thank you for checking on this.

Hi Dominica. No, I want to delete the items location configuration not the items, that's it I cannot use the mass update option. In the following image there is the item: 0980-0010 and the location that is inactive is E.... - MRB What is happening a user copy an old Item and that brings all the locations for that item but…

I deleted the script file. I am going to start from the beginning. I still appreciate if somebody figured out something to accomplish this. Thank you!

just additional info. Here is the save search.

I Dominica. Sorry for the late response but I was out of the office. Our POs we have a custom date on the line items (expected receipt date) that is the date the vendors promise we will receive the items. After the user confirms with the vendor that date the user also checks another field (date & qty confirmed). But the…

Tybrneryan As Ivy suggested try this: CASE WHEN {shipmethod} LIKE '%FedEx%' THEN 'FedEx' WHEN {shipmethod} LIKE '%USPS%' THEN 'USPS' WHEN {shipmethod} LIKE '%UPS%' THEN 'UPS' WHEN {shipmethod} LIKE '%LTL%' THEN 'LTL' END

Dominica. Thank you for the response, I used map/reduce script to accomplish these changes. Thanks!

Dominica. Do you happen to know how to update a field that is on the line item for the fulfillment? I am looking to update the CLASS. I followed your steps but I don't see that field.

Well. NS support didn't found the solution, they advised like always to try by script.

Jack. I have to open a case on Netsuite support because I can't find the way edit and save the Item location configuration records into the New form.

Problem solved. We have to delete the portlets and add them again. Thank you!

James. Besides that we notice some of the user portlets are empty like the image for the reminder even if there is a selection. I will open a case on the support site as well.

Hi James. You are correct. The user in question is not getting any errors. The reminder looks like this: They both have selected the same like this image. Also that user is not able to check the box for Show reminders with zero results.

More info. It is not the browser. The user currently use chrome and we tested opening netsuite with firefox and same issue the remainders are not showing.

Dominica. I just tested your formula. It worked really great. Thank you!

Thank you Michelle.

This is the link for the printing Pick Ticket. https://XXXXXX.app.netsuite.com/app/accounting/print/NLSPrintForm.nl?printtype=pickingticket&trantype=salesord&method=print&hotprint=T&title=Sales+Orders&whence= and I tried to do the next but seems the link is not working. Formula (text) and Group. '<a…

and update on this. I created a user event script that will update the recent user notes on the customer record when the user assign a company on the contact. This are the steps that I followed. 1- Created a test contact. (no adding company yet). 2- Save. 3- Edit the contact to be able to add the notes under communication…

Michelle. Thank you that other formula worked. Thank you so much!

Michelle. The formulas provide me a good start. I modified the formula to provide me all the calls before and after the sales order. Now what I am trying to do is to summarize that results by month. For example on the second screen shot the SO was made on the 4-15 so I would like to show the calls for that month and will…

Michelle. I started with Customer save search because on the customer record we could find the different transactions, sales, activities on the subtabs. what I am struggling is to compare the two dates for example on this one: how many had phone calls before they purchased. I am trying to compare the dates of the…

Michelle. Seems like worked. showing me the results for this year. What could be the combinations for Last year, this Month, last year?

Michelle, I have another question and i dont know if i need to created another question or somebody could help me here. Looking to create a save search to show the follow. For all of (Month) New Customers How many of them had downloads before they purchased. We capture this info on the UserNotes under communication tab.…

Hi Michelle, I will give it a try and let you know. Thanks!

Dominica. Yesterday after I exported the data I was able to see the Notes in both places. Today is when are not showing. Checking the info you provided. I think what I did different, I added the NoteID. I believe when the import job happened to the customer it moved the Contacts notes into the Customer notes. I think if I…

Dominica. I did a simple thing for now to test. 1- I created a save search to export the data to a csv file for the Notes from the Contact. 2- I used csv import to add the Notes into the Customer.